Financial Planning Specialist
hace 5 días
About the Role:
The Trip Budget Specialist is a crucial member of our team, responsible for managing TCS World Travel's trip budgeting tool in Excel. The primary objective is to ensure accuracy and timeliness of budgets for each program.
This role requires analyzing large datasets, identifying areas for improvement, and implementing cost-saving measures. Excellent Microsoft Excel skills are essential for creating and maintaining complex spreadsheets, estimating costs, and forecasting financial outcomes.
We seek a detail-oriented professional with expertise in data management, confident in making informed financial decisions with limited information. Strong interpersonal skills and ability to work independently or collaboratively as part of a team are also necessary.
Key Responsibilities:
- Manage multiple budget sheets simultaneously, prioritizing tasks and setting deadlines.
- Create and maintain trip budgets.
- Collect and enter relevant data from various sources, including hotel contracts and invoices.
- Enter and format data into Excel spreadsheets, ensuring accurate calculations and formulas.
- Estimate costs and ensure all expenses are accounted for.
- Update budgets throughout the trip planning process.
- Identify and rectify errors within budget sheets.
- Collaborate with cross-functional teams to review and improve budget processes.
- Analyze and explain large variances between budgeted and actual spending, suggesting budget adjustments as needed.
Requirements:
- Sophisticated Microsoft Excel skills.
- Bachelor's degree or equivalent experience in business or related field.
- At least one year of experience in tourism, event planning, budget management, or cost forecasting.
- Ability to think critically and make informed financial decisions.
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
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